Filed May 5, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $45,678 |
Service code 10 · EIN 63-0813240 110 OFFICE PARK DRIVE STE 100 · BIRMINGHAM, AL 35223 | Accounting | $15,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,280 | $37,044-42.6% | $71,796-70.4% | $57,658-63.1% |
| Participation rate | 60.3% | 61.1%-0.8pp | 69.1%-8.8pp | 70.2%-10.0pp |
| Annual return | 3.12% | 12.64%-9.5pp | 78.04%-74.9pp | 5.13%-2.0pp |
| Employer contribution / active EE | $696 | $720-3.3% | $1,924-63.8% | $1,974-64.7% |
| Participant deferral / active EE | $1,066 | $1,974-46.0% | $2,794-61.8% | $3,061-65.2% |
| Admin fee / account holder | $252 | $101+150.0% | $4,815-94.8% | $95+167.0% |